Original filing (PDF)20241009123223NAL0037749730001

CHARLES M. MARKS, DDS

Name: CHARLES M. MARKS, DDS — CHARLES M. MARKS, DDS PROFIT SHARING PLAN, Form 5500 (2023)
Creator: CHARLES M. MARKS, DDS

Form 5500-SF

FILING_RECEIVED

CHARLES M. MARKS, DDS PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARLES M. MARKS, DDS.

Plan sponsor

Name

CHARLES M. MARKS, DDS

EIN

13-3472542

Address

347 FIFTH AVENUE #1310 · NEW YORK, NY · 10016

Phone

(212) 279-1232

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-08-31

Filed

2024-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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